Completing a Full Count Stock Take

Stock takes help you to keep track of your inventory.

During a stock take, you and your staff count and record each item in your store. When the stock take is submitted, your store's on-hand quantities are updated, and you will receive a report of any unexpected variances in your inventory levels, including cost figures.

Stock takes help you to keep on top of your inventory movements and identify any discrepancies faster.

To start a stock Take, click on Inventory on the top navigation bar and then on Stock Takes. This will take you to the Stock Takes screen.

Click on New Stock Take to start a new stock take.

The New Stock Take Modal will appear. Here you can add the name of your stock take, and then select Full Count. Next click Start.

You will be taken to the Stock Take In Progress screen. Here you will see the following:

• Count Sheet - Allows you to print a PDF and write down your in stock amounts before entering then in on the Stock Take

• Refresh - Allows you to refresh your Stock Take, updating the Expected figures if they have been sold on another device

• Overview - The state of the stock take (In Progress)

• Date and Time - When the stock take was started

• Progress - How far you are in the stock take, percentage (%) of how many products have been counted so far

• Accuracy - The percentage (%) of how many products have been counted correctly

• Expected - The number of products that the system has counted

• Actual - The number of products that you have counted

• Remaining - The number of products left to count

• List of Products - The active products in your till

Click on Count Sheet to save a PDF.

This opens the print modal where you can print or save your count sheet. You can write in your actual on hand quantity of each product and add a total at the bottom.

If you have more than one device that uses Humble 2.0 POS, stock might be sold on one device while you're busy with a stock take on another device. You can use the Refresh button at the top to refresh and see your up to date on hand values.

When you are ready, you can enter in the amount you have counted for each product in the Actual column and press enter. This will update the Progress, Accuracy, Expected, Actual and Remaining counts.

Once you have counted all your products and investigated any variances, click Complete.

You will be taken back to the Overview screen of the stock take that you’ve just completed. It will be in a state of Completed and you are now given the option to print it. Click Print to download a PDF to your downloads folder.